Transcripts

Full Transcript: Weekly Wrap on Bubbles, Monopolies, and AI

Insights from Jeremy Grantham, Andy Constan, Edward Chancellor, and Marc Rubinstein

May 17 • Excess Returns

Full Transcript: Jeremy Grantham on Bubbles, AI, and Mean Reversion

GMO Founder on Markets, Monopolies, and Long-Term Thinking

May 16 • Excess Returns

Full Transcript: Marc Rubinstein on Private Credit, Banks, and Fintech

The Net Interest Newsletter Author on Risk in the Financial System

May 15 • Excess Returns

Full Transcript: First Principles with Andy Constan - Episode 1

Andy Constan on Investing Through Market Bubbles

May 13 • Excess Returns

Full Transcript: Edward Chancellor on AI, Capital Cycles, and Gold

Financial Historian on Bubbles, Anti-Bubbles, and the Price of Time

May 13 • Excess Returns

Full Transcript: The Excess Returns Weekly Wrap - May 10th, 2026

Jim Paulsen, Ian Cassel, Chris Mayer and Elena Khoziaeva on Market Concentration, the Bifurcated Economy and a Lot More

May 11 • Excess Returns

Full Transcript: The OPEX Effect – May 2026

Inside the Behind the Scenes Options Flows Driving the Market

May 10 • Excess Returns

Full Transcript: Elena Koziaeva on Factor Investing and Market Concentration

Bridgeway CIO on multi-factor strategies, intangibles, and market concentration

May 8 • Excess Returns

Full Transcript: Jim Paulsen on the Bust-Booming Economy

Is Inflation Obsession Masking a Faltering Recovery?

May 6 • Excess Returns

Full Transcript: Chris Mayer and Ian Cassel on Moats and Microcaps

The 100 Year Thinkers - Owner-Operators, Intelligent Fanatics, and the Last Moat

May 4 • Excess Returns

Full Transcript: Chris Davis and Rich Bernstein on AI and Risk

The Excess Returns Weekly Wrap - 5/3/2026

May 3 • Excess Returns

Full Transcript: Last Call | Why Isn't the Market Down?

Ben Hunt, Jim Paulsen, Kevn Muir, and Brent Kochuba Break it Down

May 1 • Excess Returns

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